Meyer Handelman Co. Reduces Position in Marriott International, Inc. $MAR

Meyer Handelman Co. decreased its holdings in shares of Marriott International, Inc. (NASDAQ:MAR) by 34.1% during the fourth quarter, according to the company in its most recent disclosure with the SEC. The fund owned 3,833 shares of the company’s stock after selling 1,980 shares during the quarter. Meyer Handelman Co.’s holdings in Marriott International were worth $1,189,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds have also recently modified their holdings of the company. Triumph Capital Management bought a new position in Marriott International in the 3rd quarter valued at $28,000. Darwin Wealth Management LLC bought a new stake in shares of Marriott International during the second quarter worth $37,000. Root Financial Partners LLC purchased a new stake in shares of Marriott International during the third quarter valued at $41,000. Smallwood Wealth Investment Management LLC grew its holdings in shares of Marriott International by 312.5% in the third quarter. Smallwood Wealth Investment Management LLC now owns 165 shares of the company’s stock worth $43,000 after purchasing an additional 125 shares during the last quarter. Finally, ORG Wealth Partners LLC purchased a new position in Marriott International in the 3rd quarter worth about $44,000. 70.70% of the stock is owned by institutional investors.

Insider Activity

In other Marriott International news, EVP Benjamin T. Breland sold 2,000 shares of the business’s stock in a transaction dated Wednesday, February 18th. The shares were sold at an average price of $358.03, for a total value of $716,060.00. Following the completion of the transaction, the executive vice president directly owned 26,399 shares in the company, valued at approximately $9,451,633.97. The trade was a 7.04% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which can be accessed through the SEC website. Also, CEO Anthony Capuano sold 63,000 shares of the firm’s stock in a transaction dated Tuesday, February 17th. The shares were sold at an average price of $359.22, for a total transaction of $22,630,860.00. Following the completion of the sale, the chief executive officer owned 113,617 shares in the company, valued at $40,813,498.74. This represents a 35.67% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 95,540 shares of company stock worth $34,274,055 over the last ninety days. 10.68% of the stock is currently owned by corporate insiders.

Key Stories Impacting Marriott International

Here are the key news stories impacting Marriott International this week:

• Positive Sentiment: Marriott announced a joint venture to bring Italian luxury wellness brand Lefay into its portfolio, creating a dedicated luxury-wellness offering that leverages Marriott’s global development and Bonvoy distribution to drive fee-based, higher-margin growth. Marriott International and Lefay Announce Milestone Deal to Grow Luxury Wellness Offerings Globally
• Positive Sentiment: Multiple press reports and travel outlets have amplified the Lefay news, increasing investor awareness of a new high-end revenue stream and potential long-term brand premium for Marriott. Marriott Taps Lefay To Expand Luxury Wellness And Fee Based Growth
• Positive Sentiment: Unusually large call-option volume (large spike in call buys) signals speculative bullish positioning by traders and can amplify upward price movement in the short term (momentum-driven).
• Positive Sentiment: Marriott was named a top-10 U.S. workplace by Fortune and Great Place to Work®, a reputational boost that supports talent retention and operational stability—factors investors value for margin and service consistency. Marriott International Named a Top 10 Fortune and Great Place To Work® 100 Best Workplaces in the U.S.
• Neutral Sentiment: Series by Marriott expanded in Japan with the Sugata Hotel Osaka Shinsaibashi opening — steady international footprint growth that supports long-term RevPAR and loyalty engagement but is incremental. Series by Marriott Debuts in Japan with the Opening of Sugata Hotel Osaka Shinsaibashi
• Neutral Sentiment: Yum! Brands appointed Kathleen (Leeny) K. Oberg, a former Marriott CFO, to its board — a reputational note about Marriott alumni but not a material corporate development for Marriott itself. Yum! Brands Appoints Former Marriott International CFO Kathleen (Leeny) K. Oberg to Board
• Neutral Sentiment: MCM Elegante secured C-PACE financing for energy and water-efficiency renovations tied to a Marriott conversion — a localized development item with limited broader impact on Marriott’s financials. MCM Elegante Hotel secures $11m C-PACE funds for Marriott conversion
• Negative Sentiment: Execution and integration risk for a new luxury wellness brand (brand positioning, capital commitments, and time to scale) could weigh on near-term margins or require incremental investment before fee-based returns materialize.

Marriott International Stock Performance

NASDAQ:MAR opened at $333.46 on Thursday. The firm has a 50-day simple moving average of $331.60 and a 200-day simple moving average of $303.90. Marriott International, Inc. has a one year low of $205.40 and a one year high of $370.00. The firm has a market cap of $88.34 billion, a P/E ratio of 35.14, a P/E/G ratio of 2.88 and a beta of 1.10.

Marriott International (NASDAQ:MAR) last released its quarterly earnings data on Tuesday, February 10th. The company reported $2.58 earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of $2.61 by ($0.03). The business had revenue of $6.69 billion for the quarter, compared to the consensus estimate of $6.67 billion. Marriott International had a net margin of 9.93% and a negative return on equity of 84.23%. Marriott International’s revenue for the quarter was up 4.1% on a year-over-year basis. During the same quarter in the prior year, the business posted $2.45 earnings per share. Marriott International has set its FY 2026 guidance at 11.320-11.570 EPS and its Q1 2026 guidance at 2.500-2.550 EPS. On average, research analysts predict that Marriott International, Inc. will post 10.1 EPS for the current fiscal year.

Marriott International Dividend Announcement

The business also recently declared a quarterly dividend, which was paid on Tuesday, March 31st. Stockholders of record on Thursday, February 26th were given a $0.67 dividend. This represents a $2.68 annualized dividend and a dividend yield of 0.8%. The ex-dividend date of this dividend was Thursday, February 26th. Marriott International’s payout ratio is presently 28.24%.

Analyst Upgrades and Downgrades

MAR has been the subject of several research reports. Evercore boosted their price objective on shares of Marriott International from $320.00 to $350.00 and gave the company an “outperform” rating in a research report on Thursday, January 22nd. Citigroup lifted their price target on shares of Marriott International from $285.00 to $345.00 and gave the company a “neutral” rating in a research note on Thursday, January 15th. Weiss Ratings reissued a “buy (b-)” rating on shares of Marriott International in a research note on Thursday, January 22nd. Jefferies Financial Group raised their price objective on Marriott International from $357.00 to $415.00 and gave the stock a “buy” rating in a report on Wednesday, February 11th. Finally, Barclays upped their target price on Marriott International from $320.00 to $356.00 and gave the stock an “equal weight” rating in a report on Wednesday, February 11th. Two analysts have rated the stock with a Strong Buy rating, eight have issued a Buy rating and eight have issued a Hold rating to the stock. According to data from MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and an average price target of $343.47.

About Marriott International

Marriott International is a global lodging company that develops, manages and franchises a broad portfolio of hotels and related lodging facilities. Its core activities include hotel and resort management, franchise operations, property development and the provision of centralized services such as reservations, marketing and loyalty program management. The company’s brand architecture spans market segments from luxury and premium to select-service and extended-stay, enabling it to serve a wide range of business and leisure travelers as well as corporate and group customers.

The company traces its roots to the hospitality business founded by J.